Danya Abrams, financial advisor Waltham MA

Danya Abrams

CRD Number: 6371217
Current Firm: Integrated Wealth Concepts LLC

Danya Abrams (CRD# 6371217) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Abrams Insurance And Financial Services LLC Stoughton, MA Jan 2018 - Current 5
Boston College Chestnuthill, MA Nov 2012 - Current 10
Horace Mann Companies Springfield, IL Oct 2014 - Dec 2017 3
Horace Mann Investors, Inc. Springfield, IL Oct 2014 - Dec 2017 3
Reliant Financial Group And Insurance Planning Braintree, MA Jul 2013 - Oct 2014 1
The Waldwin Group Boston, MA Jul 2009 - Jul 2013 4

Danya Abrams has no recent exams reported.
Contact Info for Danya Abrams
Phone Number: (781) 890-3045
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    7,466
    MILLIONS
  • Total Number of Accounts
    17,089
    ACCOUNTS
  • Average Account Value
    $436,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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